Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,708 | $183,539+0.6% | $155,556+18.7% | $145,897+26.6% |
| Participation rate | 25.0% | 82.7%-57.7pp | 78.2%-53.2pp | 80.3%-55.3pp |
| Annual return | 12.73% | 61.31%-48.6pp | 64.84%-52.1pp | 552.29%-539.6pp |
| Employer contribution / active EE | $523 | $5,315-90.2% | $4,675-88.8% | $4,663-88.8% |
| Participant deferral / active EE | $2,515 | $6,467-61.1% | $5,631-55.3% | $6,689-62.4% |
| Admin fee / account holder | $309 | $19,275-98.4% | $15,885-98.1% | $13,390-97.7% |